The Charles Schwab Corporation (SCHW) Stock Price & Analysis
The Charles Schwab Corporation (SCHW) closed at USD 91.44 on Thursday, October 22, 2026, down 0.22% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 91.44; the Oct 22, 2026 session ranged USD 91.06–92.44 on volume of 8,775,167 shares. Market capitalization is —, with a 52-week range of USD 83.96–114.53 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:28 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SCHW.md
Latest Earnings Results (SCHW)
| Fiscal period | EPS (reported) | Revenue | Released | Source |
|---|---|---|---|---|
| Q3 2026 | $1.62 (GAAP diluted) | $7.17B | Oct 15, 2026, 4:18:01 PM ET · on Nexqual +32 seconds | SEC 8-K filing |
Reported actuals captured by Nexqual from SEC 8-K filings and company press releases; each figure confirmed by two independent extraction methods.
Key facts (SCHW)
- Last four reported quarters (through Jun 30, 2026): revenue $26.0B, net income $10.1B (38.8% margin) (SEC filings).
- Valuation: P/E 15.7x (avg 22.7x at the last 3 fiscal year-ends).
- 11 of 80 tracked superinvestors hold SCHW (13F, Q2 2026): 0 new, 6 added, 4 reduced, 1 unchanged.
- Total return with dividends: 1Y -2.1% vs S&P 500 +14.9%; 5Y +17.0% vs S&P 500 +80.3%.
- Next earnings: 2027-01-21, EPS estimate USD 1.72, revenue estimate $7.40B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SCHW)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $18.5B | $20.8B | $18.8B | $19.6B | $23.9B | $26.0B |
| Net income | $5.86B | $7.18B | $5.07B | $5.94B | $8.85B | $10.1B |
| EPS (diluted) | $2.83 | $3.50 | $2.54 | $2.99 | $4.65 | — |
| Free cash flow | $1.20B | $1.09B | $18.9B | $2.05B | $8.76B | $10.8B |
| Net margin | 31.6% | 34.6% | 26.9% | 30.3% | 37.0% | 38.8% |
| Revenue growth | +58.4% | +12.1% | -9.3% | +4.1% | +22.0% | — |
| Cash + short-term investments | $63.0B | $40.2B | $43.3B | $42.1B | $46.0B | — |
| Total debt | $23.8B | $37.9B | $26.1B | $22.4B | $24.1B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (SCHW)
P/E 15.7x · P/S 6.1x · P/FCF 14.7x · P/B 3.1x · FCF yield 6.82% · Earnings yield 6.38% · Dividend yield (paid, TTM) 1.52%
P/E at fiscal year-ends: Dec 2025 20.4x, Dec 2024 22.8x, Dec 2023 24.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (SCHW)
11 of 80 tracked investors hold SCHW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Ruane Cunniff | Ruane Cunniff LP | 6.56% | $422M | Reduced -3.0% |
| Francois Rochon | Giverny Capital | 5.22% | $155M | Added +9.5% |
| Yacktman Asset Management | 4.68% | $378M | Added +5.0% | |
| Dodge & Cox Funds | Dodge & Cox | 3.72% | $7.10B | Added +2.6% |
| Bill Nygren | Oakmark Funds | 2.97% | $2.23B | Added +10.9% |
| Viking Global | Viking Global Investors | 2.80% | $982M | Reduced -27.4% |
| Thomas Gayner | Markel Group | 0.98% | $129M | Added +0.8% |
| John Rogers | Ariel Investments | 0.48% | $48.5M | Added +30.4% |
| Mairs & Power | Mairs & Power Funds | 0.18% | $20.0M | Reduced -12.7% |
| Christopher Davis | Davis Advisors | 0.11% | $26.7M | Reduced -6.8% |
| Greenhaven Associates | 0.01% | $1.2M | Unchanged |
Analysts (SCHW)
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-21 | Morgan Stanley | Target lowered | Overweight | $141 → $132 |
| 2026-10-19 | BMO Capital | Target lowered | Market Perform | $105 → $97 |
| 2026-10-16 | Barclays | Target lowered | Overweight | $118 → $115 |
| 2026-10-16 | UBS | Target lowered | Buy | $113 → $109 |
| 2026-10-16 | Wells Fargo | Target lowered | Equal-Weight | $105 → $103 |
| 2026-10-16 | JP Morgan | Target lowered | Overweight | $150 → $147 |
| 2026-10-16 | Evercore ISI Group | Target lowered | In-Line | $107 → $104 |
| 2026-10-16 | TD Cowen | Reiterated | Buy | $129 |
| 2026-10-16 | Citizens | Reiterated | Market Outperform | $120 |
| 2026-10-16 | Truist Securities | Target lowered | Buy | $125 → $112 |
| 2026-10-13 | Truist Securities | Target lowered | Buy | $130 → $125 |
| 2026-10-12 | TD Cowen | Target raised | Buy | $128 → $129 |
Total return (dividends reinvested) (SCHW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -2.1% | +17.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -2.1% | +3.2% |
| Volatility (annualized) | 25.7% | 33.1% |
| Max drawdown | -21.2% (Aug 2026→Oct 2026) | -47.8% (Jan 2022→May 2023) |
SCHW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Dec 2026) | $1.72 | $1.78 | -3.8% | $7.40B | 20 |
| Next quarter (ends Mar 2027) | $1.78 | $1.80 | -1.4% | $7.58B | 16 |
| Current fiscal year (ends Dec 2026) | $6.44 | $6.46 | -0.2% | $28.10B | 23 |
| Next fiscal year (ends Dec 2027) | $7.81 | $7.66 | +1.9% | $31.66B | 24 |
Key Statistics (as of October 23, 2026 at 09:28 UTC)
| Price | USD 91.44 |
|---|---|
| Change | ▼ 0.22% (down) |
| Previous Close | USD 91.44 |
| Open | USD 91.44 |
| Day Range | USD 91.06 – 92.44 |
| 52-Week Range | USD 83.96 – 114.53 |
| Volume | 8,775,167 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (SCHW)
Nexqual's technical model rates SCHW "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:28 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 29.48 (oversold) |
| vs SMA50 | Below (USD 103.06) |
| MACD | -3.19 (negative) |
Earnings (SCHW)
| Next Earnings Date | 2027-01-21 |
|---|---|
| EPS Estimate | USD 1.72 |
| Revenue Estimate | $7.40B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-09-30 | USD 1.69 vs est 1.66 ▲ beat |
| 2026-06-30 | USD 1.62 vs est 1.55 ▲ beat |
| 2026-03-31 | USD 1.43 vs est 1.4 ▲ beat |
| 2025-12-31 | USD 1.39 vs est 1.39 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Financials & Fundamentals (SCHW)
| Total Revenue | $27.06B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +16.90% |
| Gross Margin | +97.51% |
| Operating Margin | +52.67% |
| Profit Margin | +39.33% |
| ROE | +21.12% |
| Debt / Equity | 0.78 |
| Current Ratio | 0.67 |
| Total Cash | $68.50B |
| Total Debt | $40.00B |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Ownership (SCHW)
| Insider Ownership | +6.21% |
|---|---|
| Institutional Ownership | +85.59% |
| Shares Outstanding | 1.73B |
| Float | 1.62B |
| Short % of Float | +1.18% |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| IBKR | Interactive Brokers Group, Inc. | USD 82.28 | ▼ 3.57% |
| GS | Goldman Sachs Group, Inc. (The) | USD 891.3 | ▼ 1.48% |
| HOOD | Robinhood Markets, Inc. | USD 96.58 | ▼ 5.25% |
| MS | Morgan Stanley | USD 183.97 | ▼ 1.63% |
| NMR | Nomura Holdings Inc | USD 9.04 | ▼ 1.95% |
| TW | Tradeweb Markets Inc. | USD 121.89 | ▲ 1.57% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:28 UTC. This page is informational and not investment advice.
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